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Wealth Management Firms
Ranked by local employees
Company
Address
Phone • Website
Top Local Executive
Title
Year founded
Sales Volume/Portfolio Size
Local Employees
Specialty

Northwestern Mutual Chicagoland
1901 Butterfield Road, Suite 300, Downers Grove, 60515
630-353-2300 • northwesternmutual.com/office/il/downers-grove/20840011/
Ryan Kramer
managing partner
2001
$100 million or more
300
Financial services

Alera Group
3 Parkway N., Suite 500, Deerfield, 60515
847-457-3000 • gcgfinancial.aleragroup.com
John Fisher
vice president, wealth services
1971
$50 million to $100 million
250
Group and individual health insurance, 401(k) plans, deferred compensation, short- and long-term disability, life insurance, long-term care, health and wellness programs

Forvis Mazars
130 E. Randolph St., Suite 1900, Chicago, 60601
920-560-5571 • forvismazars.us
Danielle Solomon
managing partner
1921
$100 million or more
134
Accounting services, plus risk management, technology, wealth management, and forensic and valuation services

Forvis Mazars Private Client
130 E. Randolph St., Suite 1900, Chicago, 60601
312-288-4653 • www.forvismazars.us
Don Larsen
director
1921
$100 million or more
134
Wealth management, planning, and investment services

Mowery & Schoenfeld Wealth Management LLC
475 Half Day Road, Suite 500, Lincolnshire, 60069
847-247-8959 • msllcwealth.com
Kristy McCullough
managing director
1996
$100 million or more
118
Wealth management, financial planning, estate and gift planning, tax services, Roth conversions, insurance services